Greg is an award-winning Financial Advisor who has served clients across Canada from the small community of Woodstock, NB for the past 28 years. He is well-known for his support of social causes and the community, as well as his prudent and responsible approach to investing. His practice has grown over the years through word-of-mouth and referrals. He is a founding member of Green Economy New Brunswick. He holds the following designations: BBA,CFP,FMA,CPCA,RIAC,FCSI.
Certifications in Responsible Investment: Responsible Investment Advisor Certification (RIAC)
Elizabeth Hurly
Hurly Wealth Advisory of Raymond James Ltd., is a broadly resourced, boutique style service for select clients in Canada and the U.S., with a focus on responsible investing.
We partner with executives, professionals, high-net-worth individuals and their families, who are looking for solutions to their complex financial needs. We take pride in offering you independent and individualized investment advice and financial planning.
Together, our process is one of discovery, in which we refine and co-create strategies for your financial success, by leveraging the first-class resources of Raymond James, and our own extensive network of professionals. Providing sound financial stewardship to you is a key strength that we offer.
By working with us, you will gain a better understanding of your present situation and the vision, guidance, and support you want, to make informed decisions for your future.
Richard Nickerson
Chris Chung, PFP RIAC FCSI
I challenge successful Canadian families to take action on what’s important to drive exceptional outcomes. In order to facilitate trusting relationships, I encourage frank discussions about lifestyle, current situations, and future financial goals.
Backed by my group’s knowledge and expertise, we work closely with you to tailor a comprehensive plan that incorporates your wealth and life management needs, interests, and aspirations.
As your needs evolve, I will identify opportunities and recommend solutions so that you remain on track to achieve your goals.
Joss Biggins
Both EthicInvest & Joss Biggins have a collective mission to integrate environmental and social needs with investment portfolio planning. We believe that every investment portfolio can be guided to achieve financial returns with reduced risk by overlaying environmental and social considerations. We understand this to be the best path towards achieving sustainable long term returns and building a more equitable, just and sustainable world.
EthicInvest has been in existence for almost 30 years and was founded by Anthony Edwards of Leede Jones Gable Inc., a boutique brokerage firm with approximately 4.5 billion in assets under management and offices across Canada.
Joss Biggins practices primarily out of the Comox Valley, Vancouver, British Columbia and surrounding areas. Joss works primarily with Entrepreneurs, families and young professionals looking to build wealth over the long term.
Andrew Bradshaw, CFP®, CIM, RIAC, MFA-P®
We believe in the ownership of profitable businesses. We help clients achieve financial independence by investing in these businesses. We screen for socially responsible companies and help clients invest in these companies.
We work with clients in developing personal financial plans, with a specific focus on minimizing taxes, planning for your children’s education, saving for retirement and organizing the succession of your estate.
Our goal is to help you identify and quantify your financial goals, develop and implement strategies to reach your goals, monitor and adjust your investments to keep you on track.
Diane Castonguay
Richard Lawrence
Terri Szego, Doug Jones and Richard Lawrence provide comprehensive, personalized wealth planning to high net worth families and are dedicated to helping them define and achieve their financial goals.
We have over 100 years of combined experience advising clients on their financial affairs and have seen great complexity. Our team has been able to succeed as trusted advisors to our clients by providing conservative wealth management and by leveraging the expertise of partners, both within BMO and outside the firm.
Together with Ann McCarron, Mario Glavas and Glen Breglia, we are committed to a high level of client service. This team approach enables the sharing of historical knowledge of the market, the foresight to implement new ideas and the continuity of a stable relationship that spans through generations.
Spencer Pocock
Spencer is a Portfolio Manager at Odlum Brown Limited. He provides discretionary portfolio management services to affluent individuals, small business owners and professionals. Spencer has over a decade of experience in the financial services industry, and is a strong proponent of Odlum Brown’s value-based and contrarian investment style. He works with clients to build and manage portfolios, taking into account client-specific investment objectives and risk tolerance.
Spencer believes wealth is created by buying and holding securities of high-quality companies for the long term, and by protecting capital in volatile or falling markets. As buying a stock represents an ownership position in a business, he focuses on owning shares of high-quality companies with an emphasis towards strong management and balance sheets. Spencer pays particular attention to valuation, as stocks purchased at attractive prices provide a margin of safety and superior long-term return potential. He would rather own attractively valued businesses that might temporarily become less expensive, than risk overpaying for popular businesses that could permanently destroy capital in the long term.
Spencer is also a proponent of owning individual investment grade bonds and GICs to protect capital in client portfolios. He buys individual securities with laddering maturity dates rather than investing in bond mutual funds to ensure investor principal is returned at maturity.
He graduated from the Peter B. Gustavson School of Business at the University of Victoria where he studied corporate finance and personal taxation. He obtained the Registered Retirement Consultant designation from the Canadian Institute of Financial Planning in 2012, the Chartered Investment Manager designation from the Canadian Securities Institute in 2013 and the Portfolio Manager designation in 2016. In 2018, he obtained the Responsible Investment Advisor Certification designation, which is focused on the integration of environmental, social and governance (ESG) factors in the selection and management of investments.
Karim Allibhai
Karim is a Portfolio Manager at Odlum Brown Limited. Karim works in a team alongside Vice President, Director, and Portfolio Manager Ian Robertson. They offer responsible investment portfolio management services to high net worth clients, integrating environmental, social and governance (ESG) considerations into portfolio construction and into the voting of clients’ proxies. Karim’s role focuses on providing value-added services with a focus on financial and tax planning.
Community service is also important to Karim. He has volunteered at Junior Achievement BC since 2015, educating young people about business.